Dashboard Builder allows you to build custom dashboards to focus on the exact data-sets relevant to you. Using Dashboard Builder, you can:
Design your own dashboard(s) with specific data-sets using your own queries
Get your relevant data on a single page with multiple data-sets (widgets)
Get regular alerts in your inbox as per your requirements
You can explore Dashboard Builder from:
Products > More Productivity Tools > Dashboard Builder
Sample Use-cases
Track key global and local funds – Get daily updates on funding rounds around the globe
Keep an eye on analysts’ picks, relevant sectors, trending business models and select geographies
Watch companies that cross significant milestones
Track transactions, news mentions and competitors for your portfolio companies
How to set up a new Dashboard using this tool?
Go to the Dashboard Builder and click on Set-Up A New Board
On the ‘Add a New Dashboard’ page, add a name and description
Click Save — your dashboard will be successfully created
On the dashboard card, click on Add Widget to add the widgets of your requirement
How to create a copy of a Dashboard?
Click on the ellipsis icon of the board
Select the Copy this Board option
The copy will appear on your My Dashboards page
How to enable/disable a Dashboard?
Click on the ellipsis icon on the respective dashboard card
Select the Disable Board option
All the Disabled Boards can be viewed under the 'Board Status - Disabled' page with an option to enable the board again.
What is the 'New Matches' tab in this tool?
The 'New Matches' tab lists all the new updates matched with each widget on your custom dashboard.
To access:
Open your dashboard from the ‘My Dashboards’ page
Select the New Matches option from the left pane
Sort by Entity Match Date or Event Date
Use quick filters like Widget Name, Entity Match Date, and Event Date
How can I share/unshare my custom dashboards in this tool?
On the 'My Dashboards' page, click the kebab menu on the relevant dashboard card
Select Open Share Settings
Choose to share with all users or specific users in your account
Click Save
How can I see the Dashboards shared with me?
Go to your Dashboard page and click on the Filter option
Click on Owner, and check the Shared with me checkbox
You can also access it from:
Products > More Productivity Tools > Dashboard Builder > Boards Shared with me
How can I request an update if the results are not relevant?
While there's no direct option to raise this request from the Dashboard itself, you can ask for updates in the following ways:
Provide feedback through the 'New Matches' related to your dashboard
Give feedback via the alert email you receive for that dashboard
Request a new mandate from the home dashboard
Contact us directly via chat for further assistance or specific requirements